Golden State Wealth Management, LLC Incresed Positions in Q3 2025

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MRVL
Marvell Technology, Inc.

Technology
73
+ 3.5%
$62.31 - $84.07 $4.55K - $6.14K
2.16K $182M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
18
+ 2.36%
$225.11 - $247.9 $4.05K - $4.46K
782 $193M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
693
+ 94.16%
$26.88 - $27.78 $18.6K - $19.3K
1.43K $39.7M
IONS
Ionis Pharmaceuticals Inc

Healthcare
250
+ 198.41%
$39.94 - $65.42 $9.99K - $16.4K
376 $24.6M
LITE
Lumentum Holdings Inc.

Technology
14
+ 5.56%
$90.44 - $171.5 $1.27K - $2.4K
266 $43.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
6
+ 0.13%
$66.38 - $71.68 $398 - $430
4.5K $321M
PSX
Phillips 66

Energy
4
+ 0.36%
$118.37 - $139.46 $473 - $558
1.11K $151M
SOUN
Soundhound Ai, Inc.

Technology
300
+ 11.47%
$10.11 - $18.05 $3.03K - $5.42K
2.92K $46.9M
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
675
+ 225.0%
$26.87 - $27.9 $18.1K - $18.8K
975 $26.8M
HOOD
Robinhood Markets, Inc.

Technology
99
+ 107.61%
$91.27 - $143.18 $9.04K - $14.2K
191 $27.3M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.07%
$195.41 - $212.37 $195 - $212
1.35K $281M
Jacobs Solutions
100
+ 63.29%
N/A
258 $38.7M
VT
Vanguard Total World Stk Index

ETFs
5
+ 0.27%
$128.41 - $138.03 $642 - $690
1.85K $255M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
400
+ 17.47%
$158.24 - $191.13 $63.3K - $76.5K
2.69K $447M
BOTZ
Global X Fds

ETFs
267
+ 9.44%
$32.14 - $35.96 $8.58K - $9.6K
3.1K $110M
AMT
American Tower Corp

Real Estate
182
+ 29.4%
$192.32 - $232.35 $35K - $42.3K
801 $154M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
300
+ 6.22%
$45.72 - $47.27 $13.7K - $14.2K
5.12K $241M
CVS
Cvs Health Corp

Healthcare
111
+ 9.11%
$58.75 - $76.5 $6.52K - $8.49K
1.33K $100M
Kenvue Inc
1.19K
+ 150.06%
N/A
1.98K $32.2M
DKNG
Draft Kings Inc.

Consumer Cyclical
704
+ 35.34%
$37.4 - $48.23 $26.3K - $34K
2.7K $101M
NBIX
Neurocrine Biosciences Inc

Healthcare
100
+ 120.48%
$123.98 - $146.67 $12.4K - $14.7K
183 $25.7M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
110
+ 129.41%
$159.87 - $247.68 $17.6K - $27.2K
195 $34.7M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
1
+ 0.21%
$232.86 - $268.01 $233 - $268
468 $122M
ICVT
Ishares Tr Convertible Bond Et

ETFs
4
+ 0.29%
$89.29 - $100.17 $357 - $401
1.38K $138M
TXN
Texas Instruments Inc

Technology
170
+ 23.55%
N/A
892 $164M
SOFI
So Fi Technologies, Inc.

Financial Services
200
+ 20.0%
$17.64 - $29.81 $3.53K - $5.96K
1.2K $31.7M
Defi Technologies
6.5K
+ 1300.0%
N/A
7K $14.8M
HBI
Hanesbrands Inc.

Consumer Cyclical
2K
+ 10526.32%
$4.07 - $6.59 $8.14K - $13.2K
2.02K $13.3M
RUN
Sunrun Inc.

Technology
10
+ 0.7%
$8.99 - $18.18 $89.9 - $182
1.43K $24.7M
VHT
Vanguard Health Care ETF

ETFs
19
+ 2.67%
$239.12 - $259.95 $4.54K - $4.94K
731 $190M
UBER
Uber Technologies, Inc

Technology
50
+ 3.04%
$86.91 - $99.57 $4.35K - $4.98K
1.7K $166M
FAST
Fastenal CO

Industrials
176
+ 34.51%
$42.47 - $50.39 $7.47K - $8.87K
686 $33.6M
MGC
Vanguard Mega Cap ETF

ETFs
1
+ 0.16%
$224.2 - $245.55 $224 - $246
618 $151M
XLU
Utilities Sector Spdr

ETFs
52
+ 3.81%
$81.14 - $87.32 $4.22K - $4.54K
1.42K $124M
LMND
Lemonade, Inc.

Financial Services
25
+ 2.27%
$36.28 - $60.96 $907 - $1.52K
1.13K $60.2M
GRMN
Garmin LTD

Technology
28
+ 20.59%
$211.13 - $246.22 $5.91K - $6.89K
164 $40.4M
APO
Apollo Global Management, Inc.

Financial Services
465
+ 8.01%
$131.55 - $156.05 $61.2K - $72.6K
6.27K $836M
ET
Energy Transfer LP

Energy
817
+ 38.89%
$17.11 - $18.16 $14K - $14.8K
2.92K $50.1M
YYY
Amplify ETF Tr High Income ETF

ETFs
855
+ 5.43%
$11.61 - $11.92 $9.93K - $10.2K
16.6K $196M
CION
Cion Investment Corp

Financial Services
1.36K
+ 7.23%
$9.48 - $10.86 $12.9K - $14.8K
20.2K $192M
MELI
Mercadolibre Inc

Consumer Cyclical
8
+ 28.57%
$2292.04 - $2514.05 $18.3K - $20.1K
36 $84.1M
RH
Rh

Consumer Cyclical
44
+ 31.43%
$187.54 - $251.0 $8.25K - $11K
184 $37.4M
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
14
+ 0.42%
$66.84 - $69.82 $936 - $977
3.31K $230M
VLO
Valero Energy Corp

Energy
1
+ 0.34%
$131.77 - $175.63 $132 - $176
293 $49.9M
CSX
Csx Corp

Industrials
2
+ 0.05%
$32.05 - $36.52 $64.1 - $73
3.64K $129M
HDV
Ishares Core High Dividend ETF

ETFs
22
+ 1.56%
$118.16 - $123.66 $2.6K - $2.72K
1.43K $176M
VTC
Vanguard Scottsdale Fds Total

ETFs
63
+ 1.26%
$76.18 - $78.81 $4.8K - $4.97K
5.08K $398M
DFAX
Dimensional ETF Tr
23
+ 0.49%
$29.25 - $31.56 $673 - $726
4.67K $147M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
277
+ 1.67%
$24.03 - $24.57 $6.66K - $6.81K
16.9K $412M
Activity Summary
Buys All Purchases 599 New Holdings 139 Increased Positions 460 Sells All Sells 346 Reductions 342 Sold out 4 Options Calls 0 Puts 0
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